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Tag Archives for: "financial planning"
 The Market in the Fourth Quarter
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In Education, General, Investing, Personal Finance
Posted October 7, 2025

The Market in the Fourth Quarter

As the calendar flips to October, investors often start asking the same question: how does the market usually perform in the final stretch of the year? The fourth quarter, from October to [...]

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 Tax-Free Retirement Strategies
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In Education, General, Investing, Personal Finance, Retirement
Posted September 30, 2025

Tax-Free Retirement Strategies

In today’s world, finding tax-free income streams is becoming increasingly important as individuals look to maximize their wealth accumulation. There are different ways to generate tax-free [...]

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 Importance of Estate Planning
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In Education, Estate Planning, General, Personal Finance
Posted September 23, 2025

Importance of Estate Planning

Estate planning is a crucial aspect of financial planning that many individuals tend to overlook. The primary goal of estate planning is to ensure that your assets are handled in the manner you [...]

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 Navigating Market Volatility
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In Education, General, Investing, Personal Finance
Posted September 16, 2025

Navigating Market Volatility

Market volatility can be a daunting aspect of investing, particularly for those who are new to investing or have a low risk tolerance. However, there is a strategy that can help mitigate the [...]

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 Understanding Special Needs Trusts
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In Education, Estate Planning, General, Personal Finance
Posted September 9, 2025

Understanding Special Needs Trusts

A special needs trust is a legal arrangement designed to provide financial assets for a disabled child’s future care and well-being, while also maintaining the child’s eligibility for government [...]

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 Diversifying Your Portfolio on a Budget
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In Education, General, Investing, Personal Finance
Posted September 2, 2025

Diversifying Your Portfolio on a Budget

Investing can seem like a daunting task, especially for those with limited funds. However, diversifying your portfolio is essential for long-term financial success. One way to achieve this is by [...]

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 Investing in Company Spinoffs
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In Education, General, Investing, Personal Finance
Posted August 26, 2025

Investing in Company Spinoffs

In the ever-evolving world of investment opportunities, one strategy that has gained significant attention in recent years is investing in company spinoffs. This strategy involves acquiring [...]

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 Power of a Fixed Indexed Annuity
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In Education, General, Investing, Personal Finance, Retirement
Posted August 19, 2025

Power of a Fixed Indexed Annuity

In today’s uncertain financial landscape, creating a sustainable retirement strategy is more important than ever. One key tool that can help individuals secure their financial future is a Fixed [...]

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 Investing in a Volatile Economy
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In Education, General, Investing, Personal Finance
Posted August 12, 2025

Investing in a Volatile Economy

Investing in a volatile economy can be a challenging task for even the most experienced investors. The market fluctuations can make it difficult to predict which investments will succeed and [...]

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 Ways to a tax-Free Retirement
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In Education, General, Personal Finance, Retirement
Posted August 5, 2025

Ways to a tax-Free Retirement

Planning for retirement involves making smart financial decisions to ensure a comfortable future. One crucial aspect of retirement planning is minimizing taxes to maximize your savings. In this [...]

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About K G Meyer

My name is Kirk G. Meyer, and I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Bachelor of Science in Business Administration with an emphasis READ MORE…

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